Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

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Apr 17 3:59 PM EDT

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To: Glenn Petersen who wrote (3293)	2/23/2013 12:05:59 PM
From: richardred	Read Replies (2) of 7159

Glen: Some of my main past thoughts on this board reiterated on the piece. That's a fairly common ground for investors on the takeout speculation same page. Many of the food companies mentioned suffered on margins and earnings do to higher input cost for their raw materials. I agree that they are still targets. IMO they are fairly priced now based on my lower original buy points. Therefore my reason to sell CPB, GIS. However they still could go much higher. I also agree margins might expand, but think inflationary pressures eventually will lead to consumer revolt to lower priced competing brands. Hence the strive for them to introduce new products. I've noticed and still think portion control packaging will be a big area for margin expansion. The PCP also for growth and erosion prevention of old line brands. I'm looking for an opportunity to get back into (LABL- Multi-Color Corp) if conditions present themselves. P.S. Buffet is not allow to buy CAG, CPB and GIS since I've now, sold them-<G>

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